Introduction

Welcome to a seamless integration experience between Knackly and IdentityCheck. Knackly specializes in creating dynamic applications that guide users through personalized questions to generate comprehensive documents based on their answers. Their mission is to transform how legal professionals automate documentation by simplifying complex processes with their intuitive platform. IdentityCheck enhances this solution by providing robust ID verification capabilities, ensuring compliance and streamlining onboarding processes.

Why Connect IdentityCheck to Knackly

Integrating IdentityCheck with Knackly offers several strategic benefits. Firstly, this integration ensures that every user interaction is secure through comprehensive identity verification, building trust and compliance in document creation workflows. Secondly, by automating the KYC processes, firms can significantly reduce manual verification efforts, accelerating client onboarding and document approval. Discover how IdentityCheck revolutionizes legal services in this Lexidy case study, demonstrating substantial operational improvements and client satisfaction enhancements.

Setting Up the Integration

1. Sign in to your Knackly admin dashboard.
2. Navigate to the ‘Integrations’ section and select ‘IdentityCheck’.
3. Enter your IdentityCheck API key and configure your preferences.
4. Map IdentityCheck to relevant Knackly form fields for seamless interaction.
5. Test the integration with a sample document process to ensure smooth operations.
6. Save your settings and deploy across your Knackly applications.

How It Works in Knackly

Once integrated, IdentityCheck is effortlessly embedded into Knackly’s user flows. For example, during the client onboarding process, Knackly prompts users to verify their identity. IdentityCheck seamlessly performs ID verification in real-time, confirming user identities quickly. This not only adds a layer of security but also ensures accuracy and compliance, reducing the chances of document rejection due to incomplete verification.

Frequently Asked Questions

• Where is my data stored? IdentityCheck ensures all data is securely stored in compliance with data protection regulations.
• Can I customize the KYC check process? Yes, the IdentityCheck integration allows you to tailor the identity check process to suit your specific requirements.
• What happens if a verification check is incomplete? If a check is incomplete, the user will receive prompts to provide additional information, ensuring a thorough verification process.

Final Thoughts

Incorporating IdentityCheck with Knackly is a strategic choice for businesses looking to streamline ID verification, enhance security, and maintain compliance throughout the document generation process. Together, they empower professionals to manage workflows efficiently and securely, improving client experiences significantly.